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Insights Over Coffee
Where finance meets conversation
At Insights Over Coffee, we’re a team from Lake Geneva Investment Partners, an asset management firm with over two decades of experience navigating global markets.
In each episode, we explore the world of finance, macroeconomics, and market trends. Asking real questions, sharing expert analysis, and breaking down complex ideas in a way that’s informative, thoughtful, and refreshingly approachable.
Whether you’re an investor, advisor, or just finance-curious, grab a coffee and join the conversation.
Insights Over Coffee
Japan’s Yield Curve Did The Unthinkable
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The Day Japan’s Bond Market Woke Up
What happens when one of the world’s most stable and overlooked markets suddenly starts moving? In this episode, we dive into the surprising shift in Japanese government bonds (JGBs), a market once known for silence, now making global headlines.
From the Bank of Japan's evolving strategy to the ripple effects across global portfolios, we unpack why this quiet giant may no longer be so quiet, and why investors everywhere should be paying close attention.
This isn’t just bond talk, this is a turning point.